Soltis Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Soltis Investment Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,018	Closed	-$203K	–	593
2025 Q4	$203K	Sell	1,018 -8	-0.8%	-$1.6K	0.01%	504
2025 Q3	$201K	Buy	+1,026	New	+$188K	0.01%	455

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Soltis Investment Advisors's IYW Position: Q1 2026 in Review

Soltis Investment Advisors sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,018 shares — an estimated $203K sold.

Soltis Investment Advisors first reported a position in IYW in Q3 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Soltis Investment Advisors reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Soltis Investment Advisors sold 1,018 iShares US Technology ETF shares in Q1 2026, an estimated $203K.
Soltis Investment Advisors first reported a position in iShares US Technology ETF in Q3 2025 and held it in 2 quarters.
Soltis Investment Advisors's iShares US Technology ETF position peaked at $203K in Q4 2025.
1,184 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.